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Schulz Wealth, LTD. Last Quarter Change: USA ETF, Added

Schulz Wealth, LTD. quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, Schulz Wealth, LTD. opened 12 positions, added to 13, reduced 14, sold out of 8 and left 16 unchanged. The largest increase in value was DFAC (+$42,279,519); the largest decrease was DFAC (-$35,594,264).

  • AVDV: Country of operation —; Class INTL SMCP VLU; Shares 2025-12-31 84,499; Shares 2026-06-30 103,193.
  • VXUS: Country of operation —; Class VG TL INTL STK F; Shares 2025-12-31 171,252; Shares 2026-06-30 178,505.
  • GJAN: Country of operation —; Class FT VEST US EQT; Shares 2025-12-31 129,031; Shares 2026-06-30 145,960.
  • GAPR: Country of operation —; Class FT VEST US EQT; Shares 2025-12-31 110,319; Shares 2026-06-30 125,868.

Two Form 13F-HR filings compared (SEC CIK 2011780): 2025-12-31 (filed 2026-02-05) and 2026-06-30 (filed 2026-08-26). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2025-12-31Shares 2026-06-30Share changeValue 2025-12-31Value 2026-06-30Value change
AVDV
AMERICAN CENTY ETF TR
INTL SMCP VLU84,499103,193+18,694$7,940,405$10,634,020+$2,693,615
VXUS
VANGUARD STAR FDS
VG TL INTL STK F171,252178,505+7,253$12,919,264$15,260,356+$2,341,092
GJAN
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT129,031145,960+16,929$5,521,236$6,571,674+$1,050,438
GAPR
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT110,319125,868+15,549$4,412,010$5,245,461+$833,451
VGSH
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS46,84361,505+14,662$2,751,089$3,579,591+$828,502
FSEP
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT102,053103,086+1,033$5,261,853$5,677,977+$416,124
GMAY
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT43,93149,653+5,722$1,814,043$2,137,065+$323,022
GMAR
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT36,47137,497+1,026$1,493,123$1,658,867+$165,744
VGIT
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS20,38822,877+2,489$1,221,853$1,349,285+$127,432
VTI
VANGUARD INDEX FDS
TOTAL STK MKT780902+122$261,512$333,908+$72,396
GFEB
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT8,3378,937+600$346,236$393,489+$47,253
IWF
ISHARES TR
RUS 1000 GRW ETF1,1014,404+3,303$521,225$546,877+$25,652
VUG
VANGUARD INDEX FDS
GROWTH ETF7324,392+3,660$357,114$378,327+$21,213

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